Core Insights - A total of 11 companies listed on the Sci-Tech Innovation Board have released their performance forecasts for the first half of the year, with 10 companies expecting profit increases, resulting in a positive forecast ratio of 90.91% [1][3] Company Performance Forecasts - The company with the highest expected net profit increase is Guangda Special Materials, with a median expected increase of 367.51% [2] - Shengnuo Biological and Tailin Microelectronics follow, with median expected net profit increases of 292.82% and 267.00%, respectively [2] - Other companies with significant expected profit increases include: - Xindong Lianke: 171.92% - Guoli Co., Ltd.: 144.50% - Xinpeng Microelectronics: 104.00% - Lexin Technology: 71.50% - Nuotai Biological: 38.67% - C Yitang: 30.64% - Daotong Technology: 22.88% [2] Industry Overview - The majority of the companies with positive forecasts are in the electronic and medical sectors, indicating strong performance expectations in these industries [1][2]

Core Viewpoint - Daotong Technology (688208.SH) is expected to achieve a net profit of 460 to 490 million yuan in the first half of 2025, representing a year-on-year growth of 19.00% to 26.76%, driven by rapid growth in AI digital maintenance applications and profitability in AI intelligent source business [1][2][3] Financial Performance - In 2024, Daotong Technology achieved an operating income of 3.932 billion yuan, a year-on-year increase of 20.95%, and a net profit of 641 million yuan, a year-on-year increase of 257.59% [4] - For Q1 2025, the company reported an operating income of 1.094 billion yuan, a year-on-year increase of 26.71%, and a net profit of 199 million yuan, a year-on-year increase of 59.91% [4] - The expected net profit for the first half of 2025 is between 460 million and 490 million yuan, with a significant increase in net profit excluding non-recurring gains and losses projected to be between 455 million and 485 million yuan, reflecting a growth of 57.32% to 67.69% [2][3] AI Strategy and Business Growth - Since 2024, Daotong Technology has fully embraced AI as a core driver, integrating AI technology with business scenarios and organizational changes, leading to record-high operational data [2][3] - The company has launched AI digital maintenance applications, which have seen simultaneous increases in sales volume and price, and the AI intelligent source business achieved profitability in Q2 [3][5] R&D Investment - In Q1 2025, Daotong Technology's R&D investment reached 204 million yuan, a year-on-year increase of 34.57%, accounting for 18.64% of operating income [1][6] - The company has consistently maintained a high level of R&D investment, with 680 million yuan in 2024, representing 17.29% of operating income [6] Global Market Expansion - Daotong Technology has seen significant growth in overseas markets, with North America contributing 1.972 billion yuan in revenue, a year-on-year increase of 16.90%, and Europe achieving 782 million yuan, a year-on-year increase of 46.10% [7] - The company has strengthened its global business footprint by joining the European Workshop-Net alliance and securing a major order from LAZ Parking in North America, valued at approximately 240 million yuan [7]

证券代码：688208 证券简称：道通科技 公告编号：2025-055 转债代码：118013 转债简称：道通转债 一、 回购审批情况和回购方案内容 第四届董事会第十九次会议，审议通过了《关于以集中竞价交易方式回购公司股 份方案的议案》，同意公司使用自有资金通过集中竞价交易方式回购公司已发行的 人民币普通股（A 股），本次回购的股份拟用于维护公司价值及股东权益。公司拟 用于本次回购的资金总额不低于人民币 1 亿元（含），不超过人民币 2 亿元（含）， 回购价格为不超过人民币 63.83 元/股（含）。本次回购实施期限为自董事会审议通 过本次回购股份方案之日起 3 个月内。具体内容详见公司分别于 2025 年 4 月 9 日和 2025 年 4 月 10 日在上海证券交易所网站（www.sse.com.cn）披露的《关于 以集中竞价交易方式回购公司股份方案的公告》 （公告编号：2025-028）和《关于 以集中竞价交易方式回购公司股份的回购报告书》（公告编号：2025-029）。 因实施 2024 年年度权益分派，公司以集中竞价交易方式回购股份的价格上限 由不超过人民币 63.83 元/股（含）调整为不超过人民 ...

| 证券代码：688208 | 证券简称：道通科技 | 公告编号：2025-055 | | --- | --- | --- | | 转债代码：118013 | 转债简称：道通转债 | | 深圳市道通科技股份有限公司 重要内容提示： | 回购方案首次披露日 | 2025/4/9 | | | | | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 年 4 月 9 7 月 | 日~2025 | 年 | 8 日 | | 预计回购金额 | 1亿元~2亿元 | | | | | 回购价格上限 | 42.71元/股 | | | | | 回购用途 | □减少注册资本 □用于员工持股计划或股权激励 | | | | | | □用于转换公司可转债 | | | | | | √为维护公司价值及股东权益 | | | | | 实际回购股数 | 3,595,333股 | | | | | 实际回购股数占总股本比例 | 0.54% | | | | | 实际回购金额 | 100,166,174.24元 | | | | | 实际回购价格区间 | 26.82元/股~29.83元/股 | | | | 一、 ...

华鑫证券有限责任公司张伟保,任春阳,傅鸿浩,张涵,覃前近期对道通科技进行研究并发布了研究报告《公司 事件点评报告：AI数智能源业务已于Q2实现盈利，华为稀缺合作打开增长空间》，首次覆盖道通科技给予 买入评级。 AI软件收入单列并呈加速发展趋势，持续优化收入结构 公司自2025Q1起将"软件升级服务"及其他AI与软件相关收入合并列示，更好反应"智能终端为入口，AI软 件持续收费"的业务实质。目前AI及软件业务以数字维修的"软件升级服务"占比为主，同时充电云业务表现 亮眼，其智能运营、运维及支付平台2025Q1订单增长80%。充电云在海外市场的收费模式基于云平台所管 理的充电枪口数量，每年收取软件服务费。随智能诊断终端和智能充电终端销售增长，AI软件服务费收入 有望加速增长。 公司成为华为具身体系能力型伙伴，有望打开全新增长空间 道通科技(688208) 事件 道通科技发布2025年半年度业绩预告：实现扣非归母净利润4.55-4.85亿元，同比+57.32-67.69%；实现归母 净利润4.6-4.9亿元，同比+19-26.76%。 投资要点 AI助力数智维修、数智能源业务持续高增 公司推出搭载"维修大模型"和A ...

公 司 报 告 2025年07月07日 计算机 道通科技(688208.SH) 公司全面拥抱AI，上半年利润表现良好 推荐 ( 维持) 股价:31.58元 主要数据 | 行业 | 计算机 | | --- | --- | | 公司网址 | www.auteltech.cn | | 大股东/持股 | 李红京/37.29% | | 实际控制人 | 李红京 | | 总股本(百万股) | 670 | | 流通A股(百万股) | 670 | | 流通B/H股(百万股) | | | 总市值(亿元) | 212 | | 流通A股市值(亿元) | 212 | | 每股净资产(元) | 5.33 | | 资产负债率(%) | 46.8 | 行情走势图 证券分析师 | 闫磊 | 投资咨询资格编号 | | --- | --- | | | S1060517070006 | | | YANLEI511@pingan.com.cn | | 黄韦涵 | 投资咨询资格编号 | S1060523070003 HUANGWEIHAN235@pingan.com.cn 证 券 研究助理 | | S1060123070023 | | --- | -- ...

7月6日晚间，道通科技(688208.SH)正式发布了其2025年半年度业绩预告，公司在上半年实现了显著的 经营业绩增长，净利润同比大幅上扬。 根据业绩公告，道通科技预计在2025年1月1日至6月30日期间，归属于母公司所有者的扣除非经常性损 益的净利润将达到45,500万元至48,500万元，与上年同期的28,921.57万元相比，增加16,578万元至19,578 万元，同比增长率高达57.32%至67.69%。 同时，归属于母公司所有者的净利润预计为46,000万元至49,000万元，同比增加7,344万元至10,344万 元，增长率在19.00%至26.76%之间。若进一步扣除非经常性损益及股份支付费用，净利润预计范围则 提升至47,000万元至50,800万元，同比增长率高达62.51%至75.65%。 AI战略深度融合 TPMS产品作为道通科技的另一大主营业务，同样表现出色。随着全球汽车保有量的不断增加和消费者 对行车安全重视程度的提升，TPMS产品的市场需求持续增长。道通科技凭借其高品质的产品和完善的 售后服务体系，在汽车后市场替换空间中占据了重要地位，TPMS产品销量在上半年保持了高速增长态 ...

证券研究报告·公司点评报告·计算机设备 道通科技（688208） 2025 半年度业绩预告点评：业绩超预期，继 续看好"出海+AI"成长曲线 买入（维持） | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 3,251 | 3,932 | 4,899 | 6,012 | 7,556 | | 同比（%） | 43.50 | 20.95 | 24.57 | 22.73 | 25.68 | | 归母净利润（百万元） | 179.23 | 640.93 | 796.86 | 982.25 | 1,183.18 | | 同比（%） | 75.66 | 257.59 | 24.33 | 23.27 | 20.46 | | EPS-最新摊薄（元/股） | 0.27 | 0.96 | 1.19 | 1.47 | 1.77 | | P/E（现价&最新摊薄） | 118.08 | 33.02 | 26.56 | 21.55 | 17.89 | [关键 ...

Group 1 - The A-share market has seen an acceleration in the disclosure of semi-annual performance forecasts, with 54 companies announcing their forecasts as of July 6, 2025, indicating a slight increase of 11 companies, 3 companies turning losses into profits, 4 companies maintaining profits, and 21 companies expecting profit growth [1][4] - Companies like Taotao Automotive (301345) have expressed confidence in continued growth for the second half of the year, expecting a net profit of 310 million to 360 million yuan for the first half of 2025, representing a year-on-year increase of 70.34% to 97.81% [2][4] - Jingbeifang (002987) experienced significant stock price fluctuations after intensive institutional research, with a cumulative price deviation exceeding 20% over three consecutive trading days [2][4] Group 2 - Chipong Micro (芯朋微) expects a revenue of approximately 630 million yuan for the first half of 2025, an increase of about 176 million yuan or 38% year-on-year, with a net profit forecast of around 90 million yuan, reflecting a growth of approximately 104% [4] - Daotong Technology (道通科技) anticipates a net profit of 460 million to 490 million yuan for the first half of 2025, representing a year-on-year growth of 19% to 26.76% [4] - Changchuan Technology (长川科技) projects a net profit of 360 million to 420 million yuan for the first half of 2025, indicating a year-on-year increase of 67.54% to 95.46% due to rapid growth in the integrated circuit industry and strong customer demand [5]

Group 1 - The company forecasts a net profit from non-recurring gains between 455 million to 485 million yuan, representing an increase of 26.76% compared to the same period last year [1] - The net profit from regular operations is expected to be between 470 million to 508 million yuan, showing a year-on-year growth of 62.51% to 75.65%, with an increase of 180.78 million to 218.78 million yuan [1] - The previous year's net profit attributable to the parent company was 386.56 million yuan, with a net profit excluding non-recurring gains of 289.22 million yuan [1] Group 2 - The company is advancing its "fully embrace AI" strategy, integrating AI technology deeply into business scenarios, which has enhanced product competitiveness and profitability [2] - The Ultra S2 and ADAS calibration systems are utilizing "repair large models" and AI agents, leading to increased sales and customer recognition [2] - The AI digital repair application business has experienced rapid growth, enhancing market influence and profitability [2] Group 3 - The company has made significant breakthroughs in major global markets such as Europe and the United States, achieving top-tier clients in various industries including energy, transportation, and hospitality [2] - The AI digital source business achieved profitability in the second quarter [2] - The company is focusing on management innovation and operational efficiency optimization, leading to continuous improvements in quality and cost reduction [2]